Are you interested in helping the small business community?

If yes, we would love to hear from you! We are looking for passionate, hardworking, and bright individuals to help us shape the eco-system for small business owners and investors.


Senior Funding Specialist

Job Description

The primary function of the Senior Funding Specialist is to ensure the timely and accurate packaging of all loans originated through our web platform or through referral partners.


  • Gather information and take each lead from pre-qualification to closing
  • Input proper loan information into the system for processing
  • Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company policy
  • Review file documentation and make sure all items needed are requested
  • Order and coordinate loan documents
  • Meet crucial deadlines requested
  • Perform any additional duties/activities assigned by management


  • Must be highly organized
  • Must be able to multitask
  • Should be familiar with credit scores/reports, DTI, LTV, tax returns, and financial statements
  • Minimum 2 years experience in commercial/residential mortgage, financial services, or banking industry
  • Minimum Associate's degree
  • Must be proficient in MS Office Suite and web savvy
  • Excellent communications skills, both verbal and written
  • Ability to thrive in a fast paced environment

Career Form

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